No Data
[Brokerage Focus] Societe Generale expects continuous improvement in china consumer next year, recommends focusing on Tsingtao Brewery (00168) and Nongfu Spring (09633).
Jinwu Finance | According to a research report from Credit Lyonnais, it is expected that consumer conditions in china will continue to improve next year, especially in the second half of next year, assuming steady implementation of support policies, while most stocks remain undervalued. The firm anticipates that the baijiu(chinese liquor) sector will be one of the first to recover due to its sensitivity to changes in the macro environment and business demand. Additionally, the firm advises investors to focus on companies with potential for profit reversal, as high-yield themes may face risks of capital outflow if the macro situation recovers smoothly. The firm suggests selecting high-quality large companies during the initial stage of recovery. Preferred stocks include baijiu stocks wuliangye yibin (000858) and shanxi xinghuacun fen wine factory (60.
Lyon: Anticipating improvement in domestic demand, the industry prefers nongfu spring and others.
Lyon released a research report stating that it is expected that china's consumer will continue to improve next year, especially in the second half of next year assuming that support policies are steadily introduced, and most stocks are still cheap. The bank predicts that the baijiu(chinese liquor) industry will be the first sector to rebound, as it is more sensitive to changes in the macro environment and commercial demand. At the same time, the bank recommends investors to focus on companies with profit turnaround potential. If the macro situation recovers smoothly, high-yield themes may face the risk of capital outflows. The bank recommends choosing high-quality large companies in the early stages of recovery. The bank's top stock picks include wuliangye yibin (000858.SZ) and shanxi xinghuacun fen wine factory (600)
mengniu dairy (02319.HK) repurchased 0.18 million shares on November 19th for 3.0528 million Hong Kong dollars.
Gelonghui, November 19丨mengniu dairy (02319.HK) announced that on November 19, 2024, it spent 3.0528 million HKD to buy back 0.18 million shares, at a repurchase price of 16.96 HKD per share.
Zhijing Hong Kong Stocks Buyback Statistics | November 19th
Hong Kong stock repurchase statistics | November 19th
On November 18, mengniu dairy spent 2.9996 million Hong Kong dollars to repurchase 0.18 million shares.
Mengniu Dairy announced on November 18, 2024, that it would spend 2.9996 million Hong Kong dollars to repurchase 0.18 million shares at a repurchase price of HK$16.6-16.7 per share.
Peak season's lackluster performance leads to another drop in raw milk prices. Is overseas bulk powdered milk still cost-effective? | Industry News
Since November, the price of raw milk has reached a new low in this cycle, and the import volume of bulk powder has been declining for eight consecutive months compared to the previous year; currently, domestic bulk powder has started to be exported at low stock prices to some major producing countries; experts believe that this trend of declining import of dairy products will continue.
No Data
No Data
